半导体巨头狂飙！发生了什么？

Core Viewpoint - The article discusses the recent performance of major U.S. stock indices, particularly highlighting the rise of the Dow Jones Industrial Average to a new closing high, while also noting the mixed performance of Chinese concept stocks and the bullish outlook for AMD driven by AI investments [4][7][10][12]. Group 1: U.S. Stock Market Performance - The Dow Jones Industrial Average closed at 48,254.82 points, up 0.68%, marking a new closing high [7][8]. - The S&P 500 index rose slightly by 0.06% to 6,850.92 points, while the Nasdaq Composite fell by 0.26% to 23,406.46 points [7][8]. - Notable gainers in the Dow included Goldman Sachs and UnitedHealth Group, both up 3.55%, and Cisco, which rose 3.14% [8][9]. Group 2: Chinese Concept Stocks - The Nasdaq Golden Dragon China Index fell by 1.46%, and the Wind Technology Leading Index dropped by 0.46% [10]. - Individual stocks such as Daqo New Energy and Tencent Music saw significant declines, with Daqo down nearly 10% and Tencent Music down over 8% [11]. Group 3: AMD's Growth Outlook - AMD's CEO, Lisa Su, projected a 35% annual revenue growth over the next 3 to 5 years, driven by increasing demand for AI-related chips [12][13]. - AMD's stock surged by 10.94% during trading, closing at $258.89, with a total trading volume of $27.809 billion [13]. - The company emphasized that investments in computing power are essential for accelerating innovation, countering concerns about high capital expenditures in the tech sector [12][16]. Group 4: Precious Metals Market - International precious metals futures saw widespread gains, with COMEX gold futures rising by 2.07% to $4,201.4 per ounce and silver futures increasing by 4.90% to $53.23 per ounce [17][18]. - Market sentiment towards precious metals is influenced by geopolitical risks and uncertainties in U.S. monetary policy, with potential implications for investment strategies [20].